Services
State tax filings
Sales tax, transaction privilege tax, and the state and city registrations that come with them. The rules change by state and often by city, and this is the area where a business is most likely to be quietly out of compliance for years before anyone notices.
What this covers
Registration
Sales and transaction tax licenses obtained in the states and cities where your activity actually creates an obligation.
Recurring filings
Monthly, quarterly or annual returns prepared and filed on whatever frequency each jurisdiction assigns you.
Rates and business codes
The right business code and the right combined state, county and city rate applied, which is exactly where errors accumulate.
Arizona TPT
Arizona has no conventional sales tax. It has transaction privilege tax, levied on the seller, with rules that change city by city. It is the single most common thing out-of-state preparers get wrong, and it is a specialty here.
Exemptions and deductions
Resale, wholesale and other exemptions claimed correctly, with the documentation to support them if asked.
Notices and back filings
Missed periods brought current and state or city notices answered.
Who this is for
- Retail, restaurant and hospitality businesses collecting tax on every sale
- Contractors, where transaction tax treatment is its own specialized area
- Landlords with residential or commercial rental activity subject to city tax
- Businesses selling into a new state and unsure what that triggered
What to have ready
- Any sales tax or TPT license numbers you already hold
- Sales by location, and by city where you operate in more than one
- Exemption certificates you have collected
- Any notices received from a state revenue department or a city
- A description of what you sell and where you sell it
Do not worry if some of this is missing. Part of the job is telling you exactly what is still needed.
How it works
Confirm what applies
We determine which activities are taxable, which states and cities you owe, and what business codes apply to you.
Register or correct
Licenses obtained where they are missing, and existing registrations corrected where the codes or jurisdictions are wrong.
File on schedule
Returns prepared and filed each period from your sales records, with the deductions you are entitled to.
Keep it current
Rate and rule changes are tracked so the filings stay right as jurisdictions adjust.
Other services
Tax preparation
Individual returns, Schedule C and E, S-corps and partnerships. Prepared, reviewed and e-filed by a licensed CPA.
Bookkeeping
Monthly close and clean, reconciled records, so filing season is a formality instead of an excavation.
Payroll
Pay runs, quarterly filings, and year-end W-2s and 1099s, with deposits made on schedule.
Small business CFO support
The finance seat a small business cannot justify hiring for. Budgets, cash flow, pricing and margins, on a regular cadence.
IRS notices
A letter arrived and you would rather not read it twice. A CPA can respond and represent you directly.
Let's find out if we're a fit.
Twenty minutes, no charge. Bring last year's return and your questions, and you'll leave knowing what the work involves and roughly what it costs.